vs
罗宾汉（HOOD）与摩丁制造（MOD）财务数据对比。点击上方公司名可切换其他公司
罗宾汉的季度营收约是摩丁制造的1.3倍（$1.1B vs $805.0M），罗宾汉净利率更高（32.4% vs -5.9%，领先38.3%），摩丁制造同比增速更快（30.5% vs 15.1%），过去两年罗宾汉的营收复合增速更高（25.1% vs 15.5%）
罗宾汉市场（Robinhood Markets, Inc.）是总部位于美国加利福尼亚州门洛帕克的金融服务企业，旗下电子交易平台支持股票、ETF、期权、期货、加密货币等品类交易，还提供加密货币钱包、财富管理、信用卡等金融服务，部分银行服务与FDIC投保银行合作推出，同时运营新闻网站Sherwood.News。
摩丁制造是1916年成立于美国的热管理企业。创始人亚瑟·B·摩丁获拖拉机Spirex散热器专利后创立公司，曾为福特T型车生产Turbotube散热器，1941年在威斯康星州拉辛建成全球首个车用风洞，二战期间为P-51野马战斗机供应后冷却器。
HOOD vs MOD — 直观对比
营收规模更大
HOOD
是对方的1.3倍
$805.0M
营收增速更快
MOD
高出15.4%
15.1%
净利率更高
HOOD
高出38.3%
-5.9%
两年增速更快
HOOD
近两年复合增速
15.5%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $805.0M |
| 净利润 | $346.0M | $-47.4M |
| 毛利率 | — | 23.1% |
| 营业利润率 | 38.5% | 11.1% |
| 净利率 | 32.4% | -5.9% |
| 营收同比 | 15.1% | 30.5% |
| 净利润同比 | 3.0% | -215.6% |
| 每股收益（稀释后） | $0.38 | $-0.90 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收HOODMOD
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.3B | $805.0M | ||
| Q3 25 | $1.3B | $738.9M | ||
| Q2 25 | $989.0M | $682.8M | ||
| Q1 25 | $927.0M | $647.2M | ||
| Q4 24 | $1.0B | $616.8M | ||
| Q3 24 | $637.0M | $658.0M | ||
| Q2 24 | $682.0M | $661.5M |
净利润HOODMOD
| Q1 26 | $346.0M | — | ||
| Q4 25 | $605.0M | $-47.4M | ||
| Q3 25 | $556.0M | $44.4M | ||
| Q2 25 | $386.0M | $51.2M | ||
| Q1 25 | $336.0M | $49.6M | ||
| Q4 24 | $916.0M | $41.0M | ||
| Q3 24 | $150.0M | $46.1M | ||
| Q2 24 | $188.0M | $47.3M |
毛利率HOODMOD
| Q1 26 | — | — | ||
| Q4 25 | — | 23.1% | ||
| Q3 25 | — | 22.3% | ||
| Q2 25 | — | 24.2% | ||
| Q1 25 | — | 25.6% | ||
| Q4 24 | — | 24.3% | ||
| Q3 24 | — | 25.2% | ||
| Q2 24 | — | 24.6% |
营业利润率HOODMOD
| Q1 26 | 38.5% | — | ||
| Q4 25 | 51.5% | 11.1% | ||
| Q3 25 | 49.8% | 9.9% | ||
| Q2 25 | 44.7% | 11.1% | ||
| Q1 25 | 40.0% | 11.5% | ||
| Q4 24 | 55.0% | 9.6% | ||
| Q3 24 | 24.0% | 11.4% | ||
| Q2 24 | 28.0% | 11.2% |
净利率HOODMOD
| Q1 26 | 32.4% | — | ||
| Q4 25 | 47.2% | -5.9% | ||
| Q3 25 | 43.6% | 6.0% | ||
| Q2 25 | 39.0% | 7.5% | ||
| Q1 25 | 36.2% | 7.7% | ||
| Q4 24 | 90.3% | 6.6% | ||
| Q3 24 | 23.5% | 7.0% | ||
| Q2 24 | 27.6% | 7.2% |
每股收益（稀释后）HOODMOD
| Q1 26 | $0.38 | — | ||
| Q4 25 | $0.65 | $-0.90 | ||
| Q3 25 | $0.61 | $0.83 | ||
| Q2 25 | $0.42 | $0.95 | ||
| Q1 25 | $0.37 | $0.92 | ||
| Q4 24 | $1.00 | $0.76 | ||
| Q3 24 | $0.17 | $0.86 | ||
| Q2 24 | $0.21 | $0.88 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $5.0B | $98.7M |
| 总债务越低越好 | — | $570.7M |
| 股东权益账面价值 | $9.7B | $1.1B |
| 总资产 | $45.5B | $2.5B |
| 负债/权益比越低杠杆越低 | — | 0.51× |
8季度趋势，按日历期对齐
现金及短期投资HOODMOD
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.3B | $98.7M | ||
| Q3 25 | $4.3B | $83.8M | ||
| Q2 25 | $4.2B | $124.5M | ||
| Q1 25 | $4.4B | $71.6M | ||
| Q4 24 | $4.3B | $83.8M | ||
| Q3 24 | $4.6B | $78.6M | ||
| Q2 24 | $4.5B | $72.9M |
总债务HOODMOD
| Q1 26 | — | — | ||
| Q4 25 | — | $570.7M | ||
| Q3 25 | — | $525.8M | ||
| Q2 25 | — | $482.1M | ||
| Q1 25 | — | $296.7M | ||
| Q4 24 | — | $330.0M | ||
| Q3 24 | — | $359.1M | ||
| Q2 24 | — | $405.7M |
股东权益HOODMOD
| Q1 26 | $9.7B | — | ||
| Q4 25 | $9.2B | $1.1B | ||
| Q3 25 | $8.6B | $1.1B | ||
| Q2 25 | $8.1B | $1.0B | ||
| Q1 25 | $8.0B | $910.2M | ||
| Q4 24 | $8.0B | $855.1M | ||
| Q3 24 | $7.2B | $858.8M | ||
| Q2 24 | $7.1B | $788.4M |
总资产HOODMOD
| Q1 26 | $45.5B | — | ||
| Q4 25 | $38.1B | $2.5B | ||
| Q3 25 | $41.5B | $2.4B | ||
| Q2 25 | $35.3B | $2.2B | ||
| Q1 25 | $27.5B | $1.9B | ||
| Q4 24 | $26.2B | $1.8B | ||
| Q3 24 | $43.2B | $1.9B | ||
| Q2 24 | $41.3B | $1.9B |
负债/权益比HOODMOD
| Q1 26 | — | — | ||
| Q4 25 | — | 0.51× | ||
| Q3 25 | — | 0.50× | ||
| Q2 25 | — | 0.48× | ||
| Q1 25 | — | 0.33× | ||
| Q4 24 | — | 0.39× | ||
| Q3 24 | — | 0.42× | ||
| Q2 24 | — | 0.51× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $2.0B | $24.7M |
| 自由现金流经营现金流 - 资本支出 | — | $-17.1M |
| 自由现金流率自由现金流/营收 | — | -2.1% |
| 资本支出强度资本支出/营收 | — | 5.2% |
| 现金转化率经营现金流/净利润 | 5.89× | — |
| 过去12个月自由现金流最近4个季度 | — | $-20.3M |
8季度趋势，按日历期对齐
经营现金流HOODMOD
| Q1 26 | $2.0B | — | ||
| Q4 25 | $-937.0M | $24.7M | ||
| Q3 25 | $-1.6B | $1.4M | ||
| Q2 25 | $3.5B | $27.7M | ||
| Q1 25 | $642.0M | $54.8M | ||
| Q4 24 | $-1.4B | $60.7M | ||
| Q3 24 | $1.8B | $57.3M | ||
| Q2 24 | $54.0M | $40.5M |
自由现金流HOODMOD
| Q1 26 | — | — | ||
| Q4 25 | — | $-17.1M | ||
| Q3 25 | — | $-30.5M | ||
| Q2 25 | — | $200.0K | ||
| Q1 25 | — | $27.1M | ||
| Q4 24 | — | $44.7M | ||
| Q3 24 | — | $43.8M | ||
| Q2 24 | — | $13.7M |
自由现金流率HOODMOD
| Q1 26 | — | — | ||
| Q4 25 | — | -2.1% | ||
| Q3 25 | — | -4.1% | ||
| Q2 25 | — | 0.0% | ||
| Q1 25 | — | 4.2% | ||
| Q4 24 | — | 7.2% | ||
| Q3 24 | — | 6.7% | ||
| Q2 24 | — | 2.1% |
资本支出强度HOODMOD
| Q1 26 | — | — | ||
| Q4 25 | — | 5.2% | ||
| Q3 25 | — | 4.3% | ||
| Q2 25 | — | 4.0% | ||
| Q1 25 | — | 4.3% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 2.1% | ||
| Q2 24 | — | 4.1% |
现金转化率HOODMOD
| Q1 26 | 5.89× | — | ||
| Q4 25 | -1.55× | — | ||
| Q3 25 | -2.83× | 0.03× | ||
| Q2 25 | 9.09× | 0.54× | ||
| Q1 25 | 1.91× | 1.10× | ||
| Q4 24 | -1.53× | 1.48× | ||
| Q3 24 | 12.08× | 1.24× | ||
| Q2 24 | 0.29× | 0.86× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
HOOD
| Net interest | $359.0M | 34% |
| Options | $260.0M | 24% |
| Other transaction | $147.0M | 14% |
| Cryptocurrencies | $134.0M | 13% |
| Other revenues | $85.0M | 8% |
| Equities | $82.0M | 8% |
MOD
| Data Centers | $296.9M | 37% |
| Performance Technologies | $266.0M | 33% |
| Hvac Technologies | $107.1M | 13% |
| Air Cooled | $92.4M | 11% |
| Lb White | $25.6M | 3% |
| Climate By Design | $10.2M | 1% |
| Absolutaire | $7.0M | 1% |
